The Tupicoffs Philosophy
Tupicoffs operates independently and without commissions, because we believe in advice without incentive.
The Tupicoffs Policy
In 1970 Gary Tupicoff started Tupicoffs. Since then the business has changed quite a bit, and of course, we now have half a century of experience, but in some ways we remain very much the same. We retain Gary Tupicoff’s name and his beloved red bear. We also strive for ongoing excellence in all aspects of financial advice and client service.
We believe clients deserve unbiased and un-incentivised advice.
We believe that we owe our clients the kind of advice we would expect for ourselves.
We believe in the consistent reevaluation of our work and our clients goals in order to produce ongoing success for our clients.
What makes us Tupicoffs
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We believe independence is the cornerstone of good financial advice.
Being independent allows us to focus solely on the best interests of our clients.
We offer the quality and type of advice we would expect to receive if we were the clients. This means complete independence, and transparency in our recommendations and advice.
Australians deserve independent advice, and that’s hard to find.
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Tupicoffs sets itself apart from other financial advice practices with its constant commitment to development as well as its history of progressive industry leading advice practices.
Tupicoffs was one of the first independent financial planning firms in Australia. We believe independent financial advice is essential to delivering client-centric recommendations.
We were also one of the first firms to commit to a fee-for-service financial planning model. Our clients know up front what their advice is going to cost for the next 12 months. We don’t charge an asset based fee or receive a commission.
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Always do the right thing.
Our job is to make a meaningful, positive difference in the lives of our clients.
We do what is best, not what is easy.
We want to provide good advice, that our clients understand.
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We are Australia’s most awarded Financial Planning Practice.
From the Financial Planning Associations (FPA) Value of Advice Awards received by our staff in 2006, 2007, 2009, and 2012.
FPA Best Practice Awards received in 2012, and 2013.
PlanPlus Global Financial Planning Awards received by staff in 2013, 2018, and 2019.
Our paraplanners in the FPA Paraplanner of the Year awards in 2016, 2019, 2020, and 2021.
Placements in the Barrons Top 50 Financial Advisers in 2017 & 2018, in the Barrons Top 100 in 2020, 2021, & 2022, & finally in the Barron’s Top 150 in 2024.
To our Managing Director being awarded an Order of Australia Medal at the King’s Birthday Awards in 2023 For Services to the Financial Planning Sector.
Our staff are widely acknowledged as brilliant in their chosen roles.
With a list like that there is no question of our mastery of the financial planning field. But if that isn’t enough, our managing director has also served as the Chair of the Financial Planning Association (FPA) Board, and the Chair of the Financial Planning Standards Board (FPSB) Council.
We are also sought out as an expert witness on financial advice in court proceedings.
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Tupicoffs are highly awarded and offer exclusively independent financial advice.
Our staff are the best in the business, and are consistently working to remain so.
We have over 50 years experience, but we combine this with a competitive and modern outlook. The financial landscape is ever changing and evolving and so our advice is as well.
Our fee-for-service model means you know upfront what we expect from you, and what you can expect from us.
Our team can provide versatile advice, we are well versed in everything from sudden wealth influx, divorce, inheritance, estate planning, retirement planning, investment advice, wealth management, superannuation and SMSF advice, and much more.
We saw the value of independence early on and made it our mission.
In all aspects we demand the very best, from ourselves, for our clients.